LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features 70 Searches - Global Search (Conflict of Interest)
Appendix A—Putting It All Together The following scenario outlines the way you might use LexisNexis Total Practice Advantage to perform the steps in the initial phase of representing a new client. The navigators and navigator related features discussed in this section may vary from those in your installation of LexisNexis Total Practice Advantage. Your navigators will include features that are relevant to the jurisdictions and practice areas included in your subscription. 1. A prospective client contacts you with a personal injury case against a supermarket, where the client slipped and fell on a wet floor. You quickly create a new Contact record, applying the code for “Potential Client.” In the Memo area, you enter some initial notes about the incident. Use the New Contact Intake Wizard to add a new Contact record. Complete as many fields as possible. On the last screen of the wizard, select Yes to view the full Contact record form. On the Contact form, fill in any additional fields, including notes in the Memo area. 2. Pulling up your calendar, you scan the upcoming week for an available time to schedule an initial meeting with the client. You decide to plan the meeting for the next Thursday afternoon. Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Putting it All Together 71
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